LCM Financial

RIAState Registered

Total AUM

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Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: Kingwood, Texas
CRD number: 330543
Fee structure: Percentage of AUM, Hourly Charges
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

LCM Financial is a privately owned corporation registered in Texas that positions itself as a capital allocator and advisory firm serving individuals, small businesses and other organizations. The firm charges both a percentage of assets under management and hourly fees. Service offerings listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and pension consulting among its advisory activities. The firm is state-registered in Texas and is not set up as a multi-state adviser. It does not identify as an active ESG investor. Ownership is listed as an individual rather than a corporate or institutional owner.